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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,171 | $78,707+56.5% | $117,861+4.5% | $70,126+75.6% |
| Participation rate | 83.9% | 73.2%+10.7pp | 79.7%+4.2pp | 69.5%+14.3pp |
| Annual return | 16.66% | 23.30%-6.6pp | 335.11%-318.4pp | 73.15%-56.5pp |
| Employer contribution / active EE | $494 | $2,223-77.8% | $3,786-87.0% | $2,343-78.9% |
| Participant deferral / active EE | $3,558 | $3,297+7.9% | $4,482-20.6% | $3,332+6.8% |
| Admin fee / account holder | $3,089 | $5,066-39.0% | $8,021-61.5% | $4,645-33.5% |